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Johnson Financial Group Inc (Wisconsin)’s MKS Inc MKSI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-592
Closed -$51.2K – 975
2023
Q3 		$51.2K Sell
592
-896
-60% -$87.4K ﹤0.01% 401
2023
Q2 		$161K Buy
+1,488
New +$136K 0.01% 284
2022
Q3 		– Sell
-9
Closed -$1K – 726
2022
Q2 		$1K Buy
+9
New +$1.05K ﹤0.01% 650

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MKSI Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of MKS Inc (MKSI) in Q4 2023, closing a stake of 592 shares — an estimated $51.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MKSI in Q2 2022 and held it in 3 quarters. The position peaked at $161K in Q2 2023. 324 funds tracked by Wall St. Rank hold MKSI as of Q4 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining MKS Inc position as of Q4 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 592 MKS Inc shares in Q4 2023, an estimated $51.2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in MKS Inc in Q2 2022 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s MKS Inc position peaked at $161K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held MKS Inc as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.